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Team & Permissions (Manage Access and Control Your Team)

Add team members and control what they can access inside your business.

How to Manage Team and Permissions

Add employees, assign roles, and control who can create or manage content for a business location.

The Team section is where you manage user access inside the platform.

Use it to invite employees, assign admin access, and control whether check-ins need approval before publishing.

Add an employee

Navigate to: Business Dashboard → Team

Step 1: Invite a team member

  1. Click Add Employee

  2. Enter the user’s:

    • First name

    • Last name

    • Email

  3. Click Invite

The invited user will receive access to the platform and can start working based on the role you assign.

✅ Result

The employee has been invited to the business location.

Choose a role

Step 2: Assign the right permission level

When adding or editing a user, choose one of these roles:

  • Employee

  • Admin

Use the role to control what that user can access and manage.

Employee permissions

An Employee can:

  • create check-ins using the Map Check-Ins mobile app

Admin permissions

An Admin can:

  • manage the full business location from the desktop dashboard

  • manage team members

  • edit business settings

  • manage integrations

  • manage subscriptions

  • transfer the business location

⚠️ Warning

Admins have full control over the business location. Assign this role carefully.

Edit or remove a team member

Navigate to: Business Dashboard → Team

Step 3: Update or remove access

  1. Find the user in the team list

  2. Choose one of these actions:

    • Edit to update details or change the role

    • Delete to remove access

Keeping the team list current helps make sure the right people have the right level of access.

Manage content moderation

Step 4: Choose whether check-ins need approval

When adding or editing a user, enable Pre-moderation if you want check-ins to be reviewed before publishing.

When Pre-moderation is enabled:

  • employees can create check-ins

  • admins must approve them before they are published

When Pre-moderation is disabled:

  • check-ins can publish immediately

This setting is useful if you want tighter control over content before it goes live.

You’re all set

You can now use the Team section to:

  • add employees

  • assign roles

  • control permissions

  • manage content approval

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